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Grayscale Digital Large Cap Fund (GDLC) Institutional Ownership

Grayscale Digital Large Cap Fund logo
$28.86 +0.17 (+0.59%)
As of 10:00 AM Eastern

Institutional Ownership Changes (13F Filings) for Grayscale Digital Large Cap Fund (OTCMKTS:GDLC)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$127.93M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.26M
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GDLC Institutional Buying and Selling by Quarter

Grayscale Digital Large Cap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Professional Financial Advisors LLC20,944$553K0.1%N/A0.171%
5/14/2026Modern Wealth Management LLC28,323$890K0.0%-6.6%0.234%
5/13/2026Cetera Investment Advisers204,646$6.38M0.0%-2.2%1.688%
5/7/2026Legacy Wealth Managment LLC ID2,801$87K0.0%+71.2%0.023%
5/6/2026 Independent Financial Group LLC141,004$4.40M0.1%N/A1.163%
5/1/2026 Rossmore Private Capital13,650$426K0.0%N/A0.113%
4/27/2026 BIP Wealth LLC7,274$227K0.0%N/A0.060%
4/27/2026 DeDora Capital Inc.25,676$801K0.2%+31.7%0.212%
4/23/2026Pasadena Private Wealth LLC252,650$7.88M1.1%+864.9%2.085%
4/23/2026 Formidable Asset Management LLC11,168$348K0.1%-62.6%0.092%
4/22/2026 Hartmann Taylor Wealth Management LLC59,042$1.84M1.2%+25.7%0.487%
4/20/2026 Kestra Private Wealth Services LLC6,730$210K0.0%-37.1%0.056%
4/16/2026 Balboa Wealth Partners7,934$247K0.0%+9.9%0.065%
3/4/2026Rehmann Capital Advisory Group107,338$4.43M0.2%+8.6%0.864%
2/17/2026Cetera Investment Advisers209,164$8.64M0.0%-1.9%1.684%
2/17/2026Guardian Wealth Advisors LLC NC5,582$231K0.0%N/A0.045%
2/17/2026Captrust Financial Advisors5,970$247K0.0%-12.3%0.048%
2/16/2026Mariner LLC34,432$1.42M0.0%+698.1%0.277%
2/16/2026Aptus Capital Advisors LLC5,665$234K0.0%N/A0.046%
2/13/2026 Kestra Advisory Services LLC2,938$121K0.0%N/A0.024%
2/13/2026Wealthspire Advisors LLC10,833$448K0.0%+128.7%0.087%
2/12/2026Jane Street Group LLC63,233$2.61M0.0%-47.8%0.509%
2/12/2026 Commonwealth Equity Services LLC9,002$372K0.0%+12.8%0.072%
2/10/2026Pasadena Private Wealth LLC26,184$1.08M0.1%-25.0%0.211%
2/9/2026Huntington National Bank15,566$643K0.0%N/A0.125%
2/6/2026MJP Associates Inc. ADV5,300$219K0.0%N/A0.043%
2/5/2026 Elyxium Wealth LLC7,138$295K0.0%N/A0.057%
2/5/2026Allworth Financial LP7,779$321K0.0%+11.1%0.063%
2/4/2026 Advisor OS LLC5,300$219K0.0%N/A0.043%
2/3/2026Legacy Wealth Managment LLC ID1,636$68K0.0%N/A0.013%
2/3/2026 RFG Advisory LLC5,167$214K0.0%+27.3%0.042%
2/3/2026 Gallacher Capital Management LLC8,509$352K0.1%N/A0.069%
1/30/2026 Aries Wealth Management14,598$603K0.1%+109.8%0.116%
1/29/2026 Kestra Private Wealth Services LLC10,696$442K0.0%N/A0.085%
1/29/2026Matisse Capital4,850$200K0.1%N/A0.039%
1/29/2026 Concurrent Investment Advisors LLC4,907$203K0.0%-49.9%0.039%
1/27/2026 Traphagen Investment Advisors LLC5,446$225K0.0%N/A0.043%
1/26/2026 Whittier Trust Co.3,685$164K0.0%N/A0.029%
1/26/2026CWM LLC1,710$71K0.0%+40.7%0.014%
1/23/2026 Farther Finance Advisors LLC1,762$73K0.0%N/A0.014%
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1/22/2026 DeDora Capital Inc.19,496$806K0.2%N/A0.153%
1/16/2026 Balboa Wealth Partners7,222$298K0.0%N/A0.057%
1/16/2026 Beaumont Financial Advisors LLC5,019$207K0.0%N/A0.039%
1/16/2026 Formidable Asset Management LLC29,825$1.23M0.2%N/A0.235%
1/15/2026 Cherry Creek Investment Advisors Inc.8,637$357K0.2%-56.2%0.068%
1/15/2026 Hartmann Taylor Wealth Management LLC46,952$1.94M1.3%-27.7%0.369%
1/14/2026 Wealthcare Advisory Partners LLC5,040$208K0.0%N/A0.039%
1/14/2026 Wolff Wiese Magana LLC3,270$135K0.1%+522.9%0.025%
1/14/2026 JFS Wealth Advisors LLC1,159$48K0.0%N/A0.009%
1/8/2026 Wealth Enhancement Advisory Services LLC21,963$975K0.0%+138.1%0.168%
1/7/2026 Riversedge Advisors LLC112,313$4.64M0.8%N/A0.861%
1/6/2026 Avior Wealth Management LLC5,296$219K0.0%N/A0.041%
12/2/2025Allworth Financial LP7,001$391K0.0%N/A0.057%
11/24/2025CIBC Private Wealth Group LLC2,096$117K0.0%N/A0.017%
11/18/2025Advisory Services Network LLC1,307$73K0.0%N/A0.011%
11/17/2025Qube Research & Technologies Ltd5,008$279K0.0%N/A0.041%
11/17/2025Farallon Capital Management LLC851,193$47.58M0.2%N/A6.898%
11/17/2025Citadel Advisors LLC4,986$279K0.0%N/A0.040%
11/14/2025Creative Planning10,420$582K0.0%N/A0.084%
11/14/2025Virtu Financial LLC186,930$10.45M0.6%N/A1.515%
11/13/2025Pathstone Holdings LLC60,162$3.36M0.0%N/A0.488%
11/13/2025Rehmann Capital Advisory Group98,796$5.53M0.3%N/A0.801%
11/13/2025CreativeOne Wealth LLC10,978$614K0.0%N/A0.089%
11/13/2025Modern Wealth Management LLC30,320$1.70M0.0%N/A0.246%
11/12/2025 United Capital Management of KS Inc.4,331$242K0.0%N/A0.035%
11/12/2025 Claro Advisors LLC9,403$526K0.1%N/A0.076%
11/12/2025US Bancorp DE626$35K0.0%N/A0.005%
11/10/2025 Aries Wealth Management6,958$389K0.1%N/A0.056%
11/10/2025 Clearstead Advisors LLC695$39K0.0%N/A0.006%
11/7/2025 Rothschild Investment LLC1,000$56K0.0%N/A0.008%
11/7/2025 Smithfield Trust Co1,420$80K0.0%N/A0.012%
11/7/2025 PNC Financial Services Group Inc.2,167$121K0.0%N/A0.018%
11/6/2025 RFG Advisory LLC4,058$227K0.0%N/A0.033%
11/5/2025Moloney Securities Asset Management LLC8,953$500K0.1%N/A0.073%
11/5/2025 Envestnet Asset Management Inc.90,127$5.04M0.0%N/A0.730%
11/5/2025 Cherry Creek Investment Advisors Inc.19,733$1.10M0.5%N/A0.160%
11/4/2025 Oakworth Capital Inc.4,606$257K0.0%N/A0.037%
10/30/2025Mitchell Mcleod Pugh & Williams Inc.3,897$214K0.0%N/A0.033%
10/29/2025 Wealth Enhancement Advisory Services LLC9,223$547K0.0%N/A0.078%
10/29/2025 Alesco Advisors LLC8,289$463K0.0%N/A0.070%
10/28/2025 Wolff Wiese Magana LLC525$29K0.0%N/A0.004%
10/28/2025 Eagle Global Advisors LLC8,907$498K0.0%N/A0.075%
10/27/2025 Concurrent Investment Advisors LLC9,802$548K0.0%N/A0.082%
10/24/2025Pasadena Private Wealth LLC34,912$1.95M0.3%N/A0.294%
10/21/2025 Global Retirement Partners LLC1,635$91K0.0%N/A0.014%
10/21/2025 SOA Wealth Advisors LLC.719$40K0.0%N/A0.006%
10/20/2025Yarbrough Capital LLC222,000$12.41M0.4%N/A1.867%
10/20/2025 Miracle Mile Advisors LLC6,723$376K0.0%N/A0.057%
10/20/2025 Hartmann Taylor Wealth Management LLC64,970$3.63M2.6%N/A0.546%
10/17/2025Sandbox Financial Partners LLC3,945$221K0.1%N/A0.031%
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GDLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of Grayscale Digital Large Cap Fund. The most heavily invested institutionals were Farallon Capital Management LLC ($47.58M), Yarbrough Capital LLC ($12.41M), Virtu Financial LLC ($10.45M), Pasadena Private Wealth LLC ($7.88M), Cetera Investment Advisers ($6.38M), Envestnet Asset Management Inc. ($5.04M), and Riversedge Advisors LLC ($4.64M).Learn more on Grayscale Digital Large Cap Fund's institutional investors.

Of the 68 institutional investors that purchased Grayscale Digital Large Cap Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farallon Capital Management LLC ($851.19K), Pasadena Private Wealth LLC ($261.38K), Yarbrough Capital LLC ($222K), Virtu Financial LLC ($186.93K), Independent Financial Group LLC ($141.00K), Riversedge Advisors LLC ($112.31K), and Rehmann Capital Advisory Group ($107.34K).

Institutional investors have bought a total of 2,569,032 shares in the last 24 months. This purchase volume represents approximately $127.93M in transactions.

Of the 10 institutional investors that sold Grayscale Digital Large Cap Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($57.85K), Formidable Asset Management LLC ($18.66K), Hartmann Taylor Wealth Management LLC ($18.02K), Cherry Creek Investment Advisors Inc. ($11.10K), Pasadena Private Wealth LLC ($8.73K), Cetera Investment Advisers ($8.51K), and Concurrent Investment Advisors LLC ($4.90K).

Institutional investors have sold a total of 134,553 shares in the last 24 months. This volume of shares sold represents approximately $5.26M in transactions.



Institutional ownership data for OTCMKTS:GDLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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